Skip to content
Disclosery

Wealthcare Advisory Partners LLC: FIW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthcare Advisory Partners LLC on FIW, newest first. How the timeline and the estimate are built.

Wealthcare Advisory Partners LLC held 64,351 FIW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,351 shares
    Change vs previous 13F +9,037 shares

    0.13% of the 13F portfolio, value $7,047,737.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,314 shares
    Change vs previous 13F +7,049 shares

    0.11% of the 13F portfolio, value $5,704,522.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,265 shares
    Change vs previous 13F +127 shares

    0.1% of the 13F portfolio, value $5,243,524.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 48,138 shares
    Change vs previous 13F +1,066 shares

    0.11% of the 13F portfolio, value $5,408,344.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,072 shares
    Change vs previous 13F +4,653 shares

    0.12% of the 13F portfolio, value $5,082,815.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,419 shares
    Change vs previous 13F +13,058 shares

    0.11% of the 13F portfolio, value $4,271,980.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 29,361 shares
    Change vs previous 13F +585 shares

    0.08% of the 13F portfolio, value $2,996,299.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,776 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,146,054.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).